IM Asset Management
IM Asset Management is a Sheffield-headquartered UK financial planning firm managing approximately £1.4bn for 1,600 clients, specialising in personal injury and court of protection advice alongside high net worth planning via its TWP Wealth subsidiary. Acquired by Shackleton in June 2025.
- Company typePrivate
- Founded2005
- HeadquartersSheffield, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What IM Asset Management does
IM Asset Management (IMAM) is a UK-based financial planning and investment management firm founded in 2005 and headquartered in Sheffield, with additional adviser coverage in Leeds, Newcastle, Manchester, Birmingham and London. The firm specialises in financial planning and investment advice for individuals who have suffered life-changing injuries, including personal injury trust arrangements and court of protection work — a niche built on two decades of relationships with personal injury law firms, most notably former parent Irwin Mitchell. The firm also operates TWP Wealth, a high net worth independent financial planning business based in Alderley Edge, Manchester, which it acquired in 2022 and which serves affluent clients in the North West of England.
IMAM's core offering is adviser-led, recurring financial planning and investment management. Approximately £1.4bn in funds under management and advice is overseen by a combined team of 20 advisers and 88 total staff, serving roughly 1,600 clients. The majority of assets are managed internally by IMAM, and revenue mechanics follow the standard UK IFA model of percentage-based ongoing advisory fees on AUM supplemented by one-off financial planning charges, with referral-driven client acquisition rather than broad marketing campaigns.
In June 2025, Irwin Mitchell divested IM Asset Management (including TWP Wealth) to Shackleton, a London-headquartered Chartered financial adviser and wealth manager. Under Shackleton's ownership, IMAM forms the nucleus of a new personal injury and court of protection division, combining IMAM's specialist expertise with Shackleton's broader wealth management capabilities. CEO Stewart Sanderson joined Shackleton's Executive Committee as part of the transaction.
IM Asset Management firmographics
Firmographics- Name
- IM Asset Management
- Legal name
- IM Asset Management
- Website
- https://imassetmanagement.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- IM Asset Management is a Sheffield-headquartered UK financial planning firm managing approximately £1.4bn for 1,600 clients, specialising in personal injury and court of protection advice alongside high net worth planning via its TWP Wealth subsidiary. Acquired by Shackleton in June 2025.
- Ownership category
- akta.pro rank
IM Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where IM Asset Management is headquartered
LocationHeadquarters
- HQ city
- Sheffield
- HQ country
- United Kingdom
- HQ region
- Europe
Offices7 records
Markets served
IM Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning and Investment Management: IM Asset Management provides financial planning and investment management services to individual clients, managing approximately £1.4bn in funds under management and advice. The majority of funds are managed internally by IMAM.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
IM Asset Management product offering
Product offeringCore offering
IM Asset Management provides financial planning and investment management services to individual clients across the UK. The firm manages approximately £1.4bn in funds under management and advice, with the majority of funds managed internally. It serves approximately 1,600 clients through 20 advisers, with specialist expertise in personal injury financial planning and court of protection matters, alongside high net worth wealth management via its subsidiary TWP Wealth.
Product overview
IM Asset Management operates as a financial planning and investment management firm offering services to individuals who have suffered life-changing injuries, including personal injury and court of protection clients. The company consists of approximately 20 advisers managing around £1.4bn in funds under management and advice for approximately 1,600 clients. The portfolio includes IM Asset Management (IMAM), the core financial planning and investment management business based in Sheffield, and TWP Wealth, a high net worth independent financial planning firm acquired in 2022 and based in Manchester. Under Shackleton's ownership, a new personal injury and court of protection division is being launched to help clients with life-changing injuries plan for their future.
Differentiator
Problem solved
Functional benefit
Products and services
- IM Asset Management (IMAM) Financial Planning and Investment Management
Quantifiable outcome
- Serves approximately 1,600 clients with £1.4bn in funds under management and advice
Companies that use IM Asset Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
IM Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
IM Asset Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- ShackletoncoreShackleton acquired IM Asset Management including TWP Wealth from Irwin Mitchell in June 2025. Following the deal, Shackleton is launching a new personal injury and court of protection division, combining IMAM's expertise with Shackleton's wealth management capabilities.
- TWP WealthminorIMAM acquired TWP Wealth, a financial planning company, in 2022. TWP is a HNW Independent Financial planning firm based in Alderley Edge, Manchester, where it continues to focus on its core market under the Shackleton brand following the acquisition.
Scale indicators5 records
Recent moves5 records
Expansion highlights4 records
IM Asset Management competitors and assessment
Company assessmentBroad incumbents
- Brewin Dolphin: UK wealth manager with discretionary investment management for private clients, charities, and intermediaries. Comparable as a UK-focused wealth and investment advisory, though larger and more institutionally positioned.
- Quilter: UK wealth manager with multi-affiliate adviser network and significant platform/AUM scale. Comparable as a UK wealth advisory and investment management business, though materially larger and more diversified than IMAM.
- Rathbones Group: UK-listed discretionary investment manager and wealth adviser with significant AUM across private clients, trusts, and charities. Comparable as a UK-focused portfolio management and investment advisory firm serving HNW and intermediate clients.
- St. James's Place: The largest UK wealth management group, serving millions of clients through a tied adviser network. Comparable as a UK-based wealth advisory and investment management platform, but operates at far greater scale with a broader product set.
Emerging players
- Arbuthnot Latham: UK private bank offering wealth management, investment management, and banking services to HNW individuals. Comparable as a UK private client advisory firm with overlapping personal injury trust and court of protection expertise through private banking offerings.
Direct peers
- Sanlam UK: UK wealth management arm of Sanlam, offering financial planning and investment management to HNW clients. Comparable as a UK-focused boutique wealth manager with similar client profile and adviser-led model.
- Mattioli Woods: UK wealth management and employee benefits firm focused on HNW individuals, professionals, and SMEs. Comparable as a UK-based boutique wealth advisory with similar client scale and adviser-led distribution model.
- LGT Vestra: UK-based private wealth manager serving HNW individuals and families with discretionary and advisory investment management. Comparable as a UK wealth advisory with multi-office presence and HNW focus.
- Wren Sterling: UK wealth management firm providing financial planning and investment management to HNW clients. Comparable in scale and service mix — a UK regional wealth adviser with similar client and AUM profile.
- Evelyn Partners (formerly Tilney Smith & Williamson): UK wealth management, investment management, and professional services firm with strong private client and HNW franchise. Comparable as a UK wealth advisory and investment management firm with multi-office regional coverage.
Market position
Strengths4 records
Weaknesses4 records
Key risks6 records
Key highlights6 records
Customer concentration
IM Asset Management social profiles
Digital presenceIM Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
IM Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
IM Asset Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
IM Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IM Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IM Asset Management
What does IM Asset Management do?
IM Asset Management provides financial planning and investment management services to individual clients across the UK. The firm manages approximately £1.4bn in funds under management and advice, with the majority of funds managed internally. It serves approximately 1,600 clients through 20 advisers, with specialist expertise in personal injury financial planning and court of protection matters, alongside high net worth wealth management via its subsidiary TWP Wealth.
Is IM Asset Management a public or private company?
IM Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was IM Asset Management founded?
IM Asset Management was founded in 2005. It employs 11 to 50 people.
Where is IM Asset Management based?
IM Asset Management is headquartered in Sheffield, United Kingdom, in the Europe region.
How does IM Asset Management make money?
One revenue line is on record: financial Planning and Investment Management.
Who are IM Asset Management's main competitors?
Broad incumbents on record are Brewin Dolphin, Quilter, Rathbones Group and St. James's Place. Arbuthnot Latham is listed as an emerging player. Direct peers are Sanlam UK, Mattioli Woods, LGT Vestra, Wren Sterling and Evelyn Partners (formerly Tilney Smith & Williamson).
Does IM Asset Management have an API?
No public API is recorded for IM Asset Management.
What industry is IM Asset Management in?
IM Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.